EWM
Edge Wealth Management Portfolio holdings
AUM
$519M
1-Year Return
11.54%
This Quarter Return
+8.73%
1 Year Return
+11.54%
3 Year Return
+47.62%
5 Year Return
+81.69%
10 Year Return
+180.5%
AUM
$216M
AUM Growth
+$52.6M
(+32%)
Cap. Flow
+$37.5M
Cap. Flow
% of AUM
17.34%
Top 10 Holdings %
Top 10 Hldgs %
40.36%
Holding
403
New
50
Increased
76
Reduced
42
Closed
55
Top Buys
| 1 |
WPZ
WILLIAMS PARTNERS L.P. COM UTS REPTG L.P. INT
WPZ
|
$7.95M |
| 2 |
Conagra Brands
CAG
|
$7.08M |
| 3 |
Transocean
RIG
|
$6.78M |
| 4 |
KBR
KBR
|
$5.02M |
| 5 |
Merck
MRK
|
$2.74M |
Top Sells
| 1 |
Pfizer
PFE
|
$7.77M |
| 2 |
Medtronic
MDT
|
$3.67M |
| 3 |
ProShares UltraShort Yen
YCS
|
$1.25M |
| 4 |
ServiceNow
NOW
|
$1.04M |
| 5 |
Direxion Daily 20+ Year Treasury Bear 3X Shares
TMV
|
$680K |
Sector Composition
| 1 | Energy | 20.5% |
| 2 | Industrials | 20.17% |
| 3 | Technology | 12.76% |
| 4 | Healthcare | 10.55% |
| 5 | Consumer Staples | 7.35% |
